Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
6 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +441217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity.
    • · Limited to debt counselling in connection with investment and mortgage advice.

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Nicola Baker

    IRN NXB00620

    • (329)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (330)Appointed representative dealing with clients for which they require qualification (since 15 Oct 2025)
  • Nicola Baker

    IRN NXB00448

    • (6)CF1 Director (AR) (since 10 Jul 2023)
  • Nicola Caliolo

    IRN NXC00102

    • (1020)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1022)CF1 Director (AR) (since 14 Jun 2021)
    • (1021)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Nicola Cowan

    IRN NXC00017

    • (1096)21. Advising or arranging (bringing about) equity release transactions
    • (1097)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1098)Appointed representative dealing with clients for which they require qualification (since 29 Sep 2020)
    • (1099)CF1 Director (AR) (since 11 Sep 2020)
  • Nicola Gauntlett

    IRN NXG00075

    • (2689)Appointed representative dealing with clients for which they require qualification (2 Jun 2020 to 18 Dec 2023)
  • Nicola Glenys Jones

    IRN NGJ00006

    • (230)CF1 Director (AR) (18 Feb 2005 to 28 Jun 2005)
  • Nicola Green

    IRN NXG01532

    • (1140)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1141)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1142)CF1 Director (AR) (since 9 Jan 2018)
  • Nicola Holley

    IRN NXH01424

    • (3345)CF2 Non Executive Director (AR) (30 Aug 2011 to 21 Oct 2013)
    • (3344)CF4 Partner (AR) (19 Aug 2010 to 30 Aug 2011)
  • Nicola Indcox

    IRN NXI00037

    • (2203)Appointed representative dealing with clients for which they require qualification (28 Jul 2023 to 2 Oct 2023)
  • Nicola Jane Woodruff

    IRN NJW01149

    • (838)CF4 Partner (AR) (9 Nov 2007 to 15 Jun 2015)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. trading name added: Personal Touch Mortages

  2. trading name added: Personal Touch Medical

  3. trading name added: Personal Touch Insure

  4. permission removed: CBTL Effective Date

  5. permission removed: CBTL Status

  6. controlled function added: (1186)SMF9 Chair of the Governing Body

  7. controlled function added: (1185)SMF18 Other Overall Responsibility

  8. controlled function added: (1184)Responsible for Insurance Distribution

  9. controlled function added: (1183)Responsibility for MCD Intermediation

  10. controlled function added: (1182)SMF2 Chief Finance

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